Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings2,202 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 43,368 | $16.7M | 6.5% | $368.33 | 0.00% | 1 qtr | New 87 |
VANGUARD INT-TERM CORPORATE | 164,132 | $12.7M | 4.9% | $66.51 | 0.00% | 1 qtr | New 77 |
ISHARES TRUST ISHARES ESG AW | 113,035 | $9.6M | 3.7% | $81.50 | 0.00% | 1 qtr | New 77 |
CHEVRON CORP | 44,439 | $8M | 3.1% | $155.28 | 0.00% | 1 qtr | New 76 |
BERKSHIRE HATHAWAY INC-CL B | 24,171 | $7.5M | 2.9% | $308.90 | 0.00% | 1 qtr | New 71 |
INVESCO S&P 500 TOP 50 ETF | 18,773 | $5.2M | 2.0% | $26.89 | 0.00% | 1 qtr | New 70 |
ISHARES MSCI EAFE VALUE ETF | 112,510 | $5.2M | 2.0% | $40.10 | 0.00% | 1 qtr | New 62 |
ISHARES TR | 95,199 | $4.3M | 1.7% | $38.99 | 0.00% | 1 qtr | New 61 |
SPDR SERIES TRUST | 56,451 | $3.7M | 1.4% | $61.26 | 0.00% | 1 qtr | New 61 |
SS SPDR S&P 600 SC VAL ETF | 48,741 | $3.6M | 1.4% | $69.32 | 0.00% | 1 qtr | New 61 |
APPLE INC | 26,401 | $3.4M | 1.3% | $127.65 | 0.00% | 1 qtr | New 61 |
ISHARES MSCI EAFE GROWTH ETF | 40,837 | $3.4M | 1.3% | $79.08 | 0.00% | 1 qtr | New 61 |
ISHARES TR | 30,816 | $3M | 1.2% | $85.05 | 0.00% | 1 qtr | New 60 |
PROSHARES S&P 500 DIVIDEND A | 30,037 | $2.7M | 1.0% | $84.45 | 0.00% | 1 qtr | New 60 |
MICROSOFT CORP | 10,623 | $2.5M | 1.0% | $234.22 | 0.00% | 1 qtr | New 51 |
ISHARES MSCI EMG MKT MIN VOL | 47,028 | $2.5M | 1.0% | $48.52 | 0.00% | 1 qtr | New 51 |
| 32,300 | $2.4M | 0.9% | — | — | 1 qtr | New 51 | |
AVANTIS U.S. EQUITY ETF | 35,171 | $2.4M | 0.9% | $65.33 | 0.00% | 1 qtr | New 51 |
ISHARES NATIONAL MUNI BOND E | 20,811 | $2.2M | 0.9% | $94.77 | 0.00% | 1 qtr | New 51 |
ISHARES US EQUITY FACTOR ETF | 55,228 | $2.2M | 0.8% | $37.41 | 0.00% | 1 qtr | New 51 |
Farther Finance Advisors, LLC manages $258.1M across 2202 positions as of Q4 2022. Top holdings: IVV (6.5%), VCIT (4.9%), ESGU (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 2202 new positions, 0 exits, 0 increased. Top move: IVV (NEW, conviction 87). Portfolio: $258M across 2202 positions.
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Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer